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Sculptor Capital’s UnitedHealth UNH Stock Holding History

Sculptor Capital’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-257,536
Closed -$136M – 411
2023
Q4 		$136M Hold
257,536
– – 2.87% 7
2023
Q3 		$130M Sell
257,536
-22,000
-8% -$10.8M 2.61% 10
2023
Q2 		$134M Buy
279,536
+153,145
+121% +$74.9M 2.67% 8
2023
Q1 		$59.7M Buy
+126,391
New +$61M 1.34% 14
2022
Q3 		– Sell
-219,809
Closed -$113M – 1144
2022
Q2 		$113M Sell
219,809
-278,998
-56% -$140M 1.2% 16
2022
Q1 		$254M Buy
498,807
+59,359
+14% +$28.6M 1.97% 8
2021
Q4 		$221M Buy
+439,448
New +$199M 1.87% 11
2021
Q3 		– Sell
-657,727
Closed -$263M – 1008
2021
Q2 		$263M Sell
657,727
-30,247
-4% -$12.1M 1.92% 10
2021
Q1 		$256M Buy
687,974
+56,935
+9% +$19.7M 2.09% 11
2020
Q4 		$221M Buy
631,039
+86,472
+16% +$29M 0.96% 18
2020
Q3 		$170M Buy
+544,567
New +$167M 1.08% 13
2020
Q1 		– Sell
-101,860
Closed -$29.9M – 299
2019
Q4 		$29.9M Buy
101,860
+48,717
+92% +$12.7M 0.31% 49
2019
Q3 		$11.5M Buy
+53,143
New +$12.8M 0.12% 96
2017
Q2 		– Sell
-179,000
Closed -$29.4M – 393
2017
Q1 		$29.4M Buy
179,000
+29,000
+19% +$4.75M 0.17% 89
2016
Q4 		$24M Buy
+150,000
New +$22.4M 0.17% 99
2015
Q1 		– Sell
-52,287
Closed -$5.29M – 750
2014
Q4 		$5.29M Buy
+52,287
New +$4.96M 0.01% 456

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sculptor Capital's UNH Position: Q1 2024 in Review

Sculptor Capital sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 257,536 shares — an estimated $136M sold.

Sculptor Capital first reported a position in UNH in Q4 2014 and held it in 16 quarters. The position peaked at $263M in Q2 2021. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Sculptor Capital reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
  • Sculptor Capital sold 257,536 UnitedHealth shares in Q1 2024, an estimated $136M.
  • Sculptor Capital first reported a position in UnitedHealth in Q4 2014 and held it in 16 quarters.
  • Sculptor Capital's UnitedHealth position peaked at $263M in Q2 2021.
  • 3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Sculptor Capital's 13F filing for Q1 2024, filed 15 May 2024.